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Institutional Holdings

← SEC Filings

Funds Activity Sectors Common Holdings

13F filings are submitted 45 days after quarter-end, meaning holdings shown here can be up to 135 days old. Positions may have changed significantly since filing. Use as a directional signal, not a current snapshot.

North Peak Capital Management, LLC

Next filing ≈ Aug 14, 2026

HILTON GRAND VACATIONS INC$173M

CARVANA CO$132M

SCHWAB CHARLES CORP$113M

DRIVEN BRANDS HLDGS INC$64M

HAEMONETICS CORP MASS$56M

Onex Canada Asset Management Inc.

Next filing ≈ Aug 14, 2026

APOLLO GLOBAL MGMT INC$33M

NVIDIA CORPORATION$31M

MICROSOFT CORP$30M

ALPHABET INC$28M

Clear Trail Advisors, LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$40M

DARDEN RESTAURANTS INC$32M

GENERAL MLS INC$19M

AMPLIFY ETF TR$18M

Citizens National Bank Trust Department

Next filing ≈ Aug 14, 2026

Alphabet Inc Cap Stk Cl C$28M

Broadcom Inc$24M

Exxon-Mobil$17M

Amazon Com Inc$15M

CLIFFORD CAPITAL PARTNERS LLC

Next filing ≈ Aug 14, 2026

SCHEIN HENRY INC$28M

KEURIG DR PEPPER INC$27M

UNITED PARCEL SVCS INC$26M

OPENLANE INC$25M

CARDINAL HEALTH INC$24M

Beverly Hills Private Wealth, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

JPMORGAN CHASE & CO$13M

AMAZON COM INC$13M

VANGUARD SCOTTSDALE FDS$10M

Matthew Goff Investment Advisor, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$43M

MICROSOFT CORP$42M

ALPHABET INC$34M

BANK NEW YORK MELLON CORP$30M

BANK AMERICA CORP$23M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$33M

MICROSOFT CORP$30M

AMAZON COM INC$26M

CATERPILLAR INC$24M

AMERICAN WTR WKS CO INC NEW$24M

Stanley Capital Management, LLC

Next filing ≈ Aug 14, 2026

VERTIV HOLDINGS CO$48M

APPLIED MATLS INC$34M

REGAL REXNORD CORPORATION$25M

MCKESSON CORP$25M

META PLATFORMS INC$24M

SPHERA FUNDS MANAGEMENT LTD.

Next filing ≈ Aug 14, 2026

MINERALYS THERAPEUTICS INC$36M

TOWER SEMICONDUCTOR LTD$26M

SPDR SERIES TRUSTPut$26M

BRIDGEBIO PHARMA INC$18M

Financial Strategies Group, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$67M

SPDR SERIES TRUST$50M

FIDELITY COVINGTON TRUST$47M

SPDR INDEX SHS FDS$32M

FIDELITY MERRIMACK STR TR$29M

Estuary Capital Management LP

Next filing ≈ Aug 14, 2026

CREDO TECHNOLOGY GROUP HOLDI$39M

ORACLE CORP$39M

BLUE OWL CAPITAL INC$38M

COHERENT CORP$37M

LUMENTUM HLDGS INC$37M

Te Ahumairangi Investment Management Ltd

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$53M

VERIZON COMMUNICATIONS INC$35M

ALPHABET INC$26M

EVEREST GROUP LTD$17M

Hartford Funds Management Co LLC

Next filing ≈ Aug 14, 2026

HARTFORD FDS EXCHANGE TRADED$95M

HARTFORD FDS EXCHANGE TRADED$83M

LATTICE STRATEGIES TR$53M

HARTFORD FDS EXCHANGE TRADED$53M

LATTICE STRATEGIES TR$51M

LAUREL OAK WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$25M

VANGUARD INTL EQUITY INDEX F$20M

VANGUARD INDEX FDS$17M

AMAZON COM INC$17M

Pacific Capital Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$182M

VANGUARD BD INDEX FDS$81M

INVESCO QQQ TR$55M

VANGUARD WHITEHALL FDS$28M

Bornite Capital Management LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$70M

TALEN ENERGY CORP$67M

STEEL DYNAMICS INC$63M

CENTURI HOLDINGS INC$62M

CARPENTER TECHNOLOGY CORP$53M

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$14M

EXXON MOBIL CORP$13M

AMERICAN CENTY ETF TR$13M

MICROSOFT CORP$11M

INVESCO EXCH TRADED FD TR II$11M

Balboa Wealth Partners

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$45M

MICROSOFT CORP$21M

FIRST TR EXCHANGE-TRADED FD$18M

Endurance Services Ltd

Next filing ≈ Aug 14, 2026

ISHARES TR$217M

ISHARES TR$188M

INVESCO EXCHANGE TRADED FD T$98M

DIREXION SHS ETF TR$34M

JANUS DETROIT STR TR$30M

KIRR MARBACH & CO LLC /IN/

Next filing ≈ Nov 14, 2026

EMCOR GROUP INC$48M

BROADCOM INC$35M

ALPHABET INC$32M

VISTRA CORP$26M

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP COM$40M

APPLE INC COM$34M

ALPHABET INC CAP STK CL A$31M

AMAZON COM INC COM$26M

ALPHABET INC CAP STK CL C$23M

BRANT POINT INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TRPut$72M

SPDR S&P MIDCAP 400 ETF TRPut$37M

AMPHENOL CORP NEW$16M

OREILLY AUTOMOTIVE INC$13M

Almanack Investment Partners, LLC.

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$173M

VERIZON COMMUNICATIONS INC$47M

ETFS GOLD TR$44M

SCHWAB STRATEGIC TR$27M

Concord Asset Management, LLC/VA

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$34M

SPDR SERIES TRUST$32M

SPDR SERIES TRUST$32M

SPDR SERIES TRUST$32M

SSGA ACTIVE TR$32M

SCHMIDT P J INVESTMENT MANAGEMENT INC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$33M

ALPHABET INC$28M

BROADCOM INC$28M

MA Private Wealth

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$75M

BLACKROCK ETF TRUST$46M

SPDR SERIES TRUST$37M

VANGUARD BD INDEX FDS$36M

Land & Buildings Investment Management, LLC

Next filing ≈ Aug 14, 2026

FIRST INDL RLTY TR INC$50M

INVITATION HOMES INC$49M

AMERICAN HEALTHCARE REIT INC$48M

NATIONAL HEALTH INVS INC$47M

EQUINIX INC$46M

2941–2968 of 7980 funds

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Source: SEC EDGAR 13F-HR filings. Data reflects the most recent quarterly report per fund.